See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,855 | $54,762+175.5% | $90,281+67.1% | $72,985+106.7% |
| Participation rate | 96.3% | 65.1%+31.2pp | 73.3%+23.0pp | 69.5%+26.8pp |
| Annual return | 20.23% | 30.63%-10.4pp | 78.10%-57.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $5,444 | $2,092+160.2% | $2,854+90.7% | $2,440+123.1% |
| Participant deferral / active EE | $8,829 | $2,887+205.8% | $3,885+127.2% | $3,607+144.7% |
| Admin fee / account holder | $24,021 | $3,972+504.7% | $5,351+348.9% | $5,124+368.8% |